VUSB icon

Vanguard Ultra-Short Bond ETF
VUSB

Overview Fund Activity

291 hedge funds and large institutions have $2.11B invested in Vanguard Ultra-Short Bond ETF in 2023 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 100 increasing their positions, 111 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+11
Holders Change %
+3.93%
% of All Funds
4.27%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.32%
New
49
Increased
100
Reduced
111
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$781M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$74.8M
3
Wells Fargo
3
Wells Fargo
California
$53.7M
4
NW
4
NewEdge Wealth
Pennsylvania
$12.6M
5
DK
5
David Kennon
Florida
$20.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
KCM
2
Kathmere Capital Management
Pennsylvania
$6.28M
3
KOC
3
Koss-Olinger Consulting
Florida
$0
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$739K
5
TA
5
TruWealth Advisors
Louisiana
$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
151
Kestra Advisory Services
Texas
$894K +$217K +4,396 +32%
AC
152
Anson Capital
Georgia
$894K +$68.4K +1,384 +8%
GCA
153
Gradient Capital Advisors
California
$874K -$56.7K -1,147 -6%
Focus Partners Wealth
154
Focus Partners Wealth
Massachusetts
$856K +$856K +17,308 New
HSA
155
HBK Sorce Advisory
Pennsylvania
$844K -$275K -5,559 -25%
CPWM
156
Cypress Point Wealth Management
Texas
$844K -$955K -19,324 -53%
LPP
157
Life Planning Partners
Florida
$799K +$799K +16,167 New
RWM
158
Ruedi Wealth Management
Illinois
$793K +$13.1K +264 +2%
Comerica Bank
159
Comerica Bank
Texas
$789K +$438K +8,863 +125%
SAM
160
Summit Asset Management
Tennessee
$743K -$143K -2,900 -16%
Janney Montgomery Scott
161
Janney Montgomery Scott
Pennsylvania
$739K -$13.7M -276,946 -95%
RWM
162
Ritholtz Wealth Management
New York
$720K +$720K +14,565 New
PAM
163
Peak Asset Management
Colorado
$713K -$46.2K -935 -6%
CPA
164
Cardiff Park Advisors
California
$689K -$19.6K -397 -3%
CIC
165
Cutler Investment Counsel
Oregon
$681K -$200K -4,050 -23%
LAM
166
Lakewood Asset Management
Illinois
$680K -$304K -6,143 -31%
CWA
167
Core Wealth Advisors
Florida
$679K +$2.82K +57 +0.4%
CA
168
Cetera Advisors
Colorado
$668K +$206K +4,165 +45%
LA
169
Latitude Advisors
Florida
$655K -$14.2K -287 -2%
BCM
170
Brasada Capital Management
Texas
$639K +$639K +12,923 New
SIC
171
SJS Investment Consulting
Ohio
$628K +$66K +1,334 +12%
CFGSD
172
Compass Financial Group (South Dakota)
South Dakota
$603K -$33.6K -680 -5%
RVPG
173
Relative Value Partners Group
$592K -$298K -6,036 -34%
FTUS
174
Flow Traders U.S.
New York
$590K +$590K +11,934 New
MAM
175
Mainsail Asset Management
Alabama
$575K +$575K +11,627 New
5 6
7
8 9